

Focus Areas
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Intergenerational Planning
- Business Retirement Plans

Certifications
CFP®
Certified Financial Planner™AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Racquetball
- Home Improvement
- Hockey
- Snowboarding
Request a Consultation
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All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 07:00PM |
Wed | 08:30AM - 07:00PM |
Thu | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 07:00PM |
Wed | 08:30AM - 07:00PM |
Thu | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
Additional Hours
- Evenings
Fax
(877) 215-2147Branch Team
- Deborah Haun
- Branch Office Administrator
- Payton Reeder
- Branch Office Administrator
Branch Team
Office Address
14400 NE 20th Ave Suite 106Vancouver, WA 98686opens in a new window
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